(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 17th, 2019

2019 PLANSPONSOR Defined Contribution Survey Open

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest and most important research project of the year, but we need your help for it to be a success. Please consider responding by the September 27 deadline. Read more >

Proposed Financial Transactions Tax Would Hurt Retirement Savers

Two analyses found the proposed tax in Senate bill S. 1587 would require investors to work two to two-and-a-half years longer before retiring in order to reach the same retirement savings goals achievable without the tax. Read more >
ASK THE EXPERTS
Can a 401(a) Plan Account be Rolled Into a 403(b) Plan?
“I recently left the employ of a public school system where I had a 401(a) account and will now be teaching at a private school that offers a 403(b) plan. Can I rollover tax free my 401(a) funds into my new employers 403(b) plan?” Read more >

Plan Sponsors Should Address Financial Squeeze Put on Gen X

Struggling with debt and budgeting, Gen Xers are in their prime earning years, they are getting close to retirement and they are taking care of both their children and their parents. Read more >

There’s a New IRS Mailing Address Plan Sponsors Need to Know

The mailing address for Employee Plans (EP) submissions for determination letters, letter rulings, individual retirement arrangement (IRA) opinion letters, and others has changed. Read more >

Retirement Plan Providers Can Get Plan Sponsor Website Audit

The audit allows retirement plan recordkeepers to pinpoint and fix shortcomings within their plan-sponsor-facing digital user experience, according to Corporate Insight. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@issgovernance.com

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